WA
TFSL icon

WPG Advisers’s TFS Financial TFSL Stock Holding History

WPG Advisers’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443 Hold
25
– – ﹤0.01% 1450
2026
Q1 		$351 Hold
25
– – ﹤0.01% 1398
2025
Q4 		$335 Hold
25
– – ﹤0.01% 1423
2025
Q3 		$329 Hold
25
– – ﹤0.01% 1402
2025
Q2 		$324 Hold
25
– – ﹤0.01% 1385
2025
Q1 		$310 Hold
25
– – ﹤0.01% 1385
2024
Q4 		$314 Buy
+25
New +$333 ﹤0.01% 1404

Other funds holding TFSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

WPG Advisers's TFSL Position: Q2 2026 in Review

WPG Advisers held its TFS Financial (TFSL) position steady in Q2 2026 at 25 shares worth $443. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

WPG Advisers first reported a position in TFSL in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • WPG Advisers held 25 shares of TFS Financial worth $443 as of Q2 2026.
  • WPG Advisers left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1450 holding.
  • WPG Advisers first reported a position in TFS Financial in Q4 2024 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.